EI
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EAM Investors’s Advanced Energy AEIS Stock Holding History

EAM Investors’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4M Sell
44,577
-4,592
-9% -$1.33M 1.66% 1
2025
Q4 		$10.3M Sell
49,169
-984
-2% -$200K 1.15% 2
2025
Q3 		$8.39M Buy
50,153
+5,124
+11% +$772K 0.96% 8
2025
Q2 		$5.97M Buy
+45,029
New +$4.96M 0.9% 13
2021
Q1 		– Sell
-23,108
Closed -$2.24M – 325
2020
Q4 		$2.24M Buy
+23,108
New +$1.97M 0.37% 83
2017
Q2 		– Sell
-7,389
Closed -$507K – 293
2017
Q1 		$507K Sell
7,389
-3,784
-34% -$234K 0.08% 289
2016
Q4 		$612K Sell
11,173
-2,950
-21% -$151K 0.08% 294
2016
Q3 		$668K Sell
14,123
-14,355
-50% -$610K 0.09% 288
2016
Q2 		$1.08M Sell
28,478
-1,631
-5% -$58.3K 0.16% 236
2016
Q1 		$1.05M Sell
30,109
-55,258
-65% -$1.62M 0.16% 230
2015
Q4 		$2.41M Sell
85,367
-9,379
-10% -$267K 0.32% 153
2015
Q3 		$2.49M Sell
94,746
-21,999
-19% -$568K 0.39% 102
2015
Q2 		$3.21M Sell
116,745
-9,342
-7% -$253K 0.38% 115
2015
Q1 		$3.23M Buy
+126,087
New +$3.21M 0.37% 131
2014
Q2 		– Sell
-48,924
Closed -$1.2M – 321
2014
Q1 		$1.2M Buy
+48,924
New +$1.28M 0.22% 259

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EAM Investors's AEIS Position: Q1 2026 in Review

EAM Investors reduced its Advanced Energy (AEIS) stake by 9.3% in Q1 2026, selling an estimated $1.33M and leaving 44,577 shares worth $14.4M. The position accounts for 1.66% of the portfolio, ranked #1.

EAM Investors first reported a position in AEIS in Q1 2014 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • EAM Investors held 44,577 shares of Advanced Energy worth $14.4M as of Q1 2026.
  • EAM Investors sold 4,592 Advanced Energy shares in Q1 2026, an estimated $1.33M.
  • Advanced Energy made up 1.66% of EAM Investors's portfolio in Q1 2026, its #1 holding.
  • EAM Investors first reported a position in Advanced Energy in Q1 2014 and has held it in 15 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on EAM Investors's 13F filing for Q1 2026, filed 13 May 2026.